When a new Payment Method and Payment Process Profile have been created, the Payment Method Attribute need to be added to the Supplier Profiles. When the Payment Method only applies to a few suppliers, it can be updated directly in each supplier's profile. However, if all suppliers need to be updated, click the link for instructions on Updating Multiple Suppliers using a Template.
Once the Business Unit is added to the Payment Process Profile, then the payment type can be added to the Supplier Profiles.
Step | Action | Illustration |
1 |
From the Home
screen, select Procurement
and click Suppliers.
The Suppliers Overview screen displays. |
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2 |
On the left side of the screen,
click the Search ![]() Enter the full or partial Supplier Name or Number and click the Search ![]() The Search Results display on the screen. |
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3 |
From the Search Results list, click the name of the Supplier to be updated. | ![]() |
4 |
On the Edit
Supplier screen, click the Sites
tab to see the list of sites.
NOTE: To see Supplier Sites, the user must have the Procurement Agent role. Click the Site from the list. The Edit Site screen displays. |
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5 |
On the Edit
Site screen, click the Payment
tab.
In the Payment Methods section, find the payment method just added. Click the Payment Attributes tab. |
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6 |
On the
Payment Attributes tab, in the Payment
Delivery section complete the following:
The correct data for these fields is located in the Production Supplier Site list. |
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7 |
Scroll back to the top of the screen and click Save and Close. | ![]() |
8 |
A Confirmation
window pops up showing the changes have been saved.
Click OK. |
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When the Payment Method needs to be updated to a number of Suppliers at one time, the information can be imported using an Excel spreadsheet.
Use the following steps to get the Supplier list.
Step | Action | Illustration |
1 |
To start the process, generate
the Supplier Site List. This list will contain
information that can be cut and pasted into the spreadsheet.
From the Home screen, click Tools and select Reports and Analytics. |
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2 |
On the Reports
and Analytics screen, click the Drill
Down ![]() Shared Folders >> Custom >> Financials >> Vendors The reports listed below contain the Supplier Site List Report. Click the Report Name to open the report on screen. |
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3 |
The screen opens to the Oracle Business Intelligence (OBI)
screen, showing the filter options.
For this report, there are no filters. Click the Apply button. |
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4 |
The report may take up to five
minutes to generate. When it completes, the Open
Supplier Site List Rep Report window displays. 0
Select Microsoft Excel if it's not already selected. Click OK. |
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3 |
The Supplier Site List Report displays in Excel. | ![]() |
Use the following steps to create the Supplier Site Interface spreadsheet.
Step | Action | Illustration |
1 |
Open the Supplier
Site Interface template spreadsheet.
NOTE: If you don't have the template file, please submit a request to the Service Desk. |
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2 |
Use the Supplier
Site List Report list to get the following information:
|
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3 |
Continue adding the following
information:
|
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4 |
On the first
Instructions and CSV Generation tab, click the
Generate CSV file button.
A .zip file will be generated containing the information needed to import. Save the file to your computer's desktop. |
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Use the following steps to upload the Supplier Site Interface spreadsheet.
Step | Action | Illustration |
1 |
Open Oracle,
and from the Home screen,
click the Navigator Menu ![]() In the Tools section, select File Import Export. The File Import and Export screen displays. |
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2 |
On the File
Import and Export screen, scroll down to the Search
Results section.
Click the Actions menu and select Upload. The Upload File pop up window displays. |
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3 |
On the Upload
File pop up, click Browse
to locate the .zip file on the computer desktop.
Click the Account arrow and select prc/supplier/Import from the list. |
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4 |
Click
Save and Close. It may take a few moments to upload
the file.
The window closes and the file is shown listed on the screen. |
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5 |
Click the Navigator
Menu ![]() |
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6 |
On the
Scheduled Processes Overview screen, click the Schedule
New Process button below the Search
Results area.
The Schedule New Process pop up window displays. |
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7 |
In the Schedule
New Process window, click the Name
arrow.
Search the Process Names list and select Import Supplier Sites. |
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8 |
In the Process
Details screen, select the following:
Click Submit. A Confirmation pop up window displays showing the Process ID. |
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9 |
The process may take a few moments.
Click the Refresh ![]() When completed look for the Process ID in the Processes List on the Overview screen If the status errors, there will be an icon. Click the icon to get the log. It will have information on what did not process. |
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Once the data has been uploaded and processed, the data can be imported into the Supplier's Profiles. Use the following steps to import the data and validate the import.
Step | Action | Illustration |
1 |
From the Home screen, click Procurement and select Suppliers. | ![]() |
2 |
At the right of the screen, click
the Task ![]() The Import Suppliers screen displays. |
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3 |
On the Import
Suppliers screen, click the Actions
menu and select Import Supplier
Sites.
The Process Details screen displays. |
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4 |
On the
Process Details screen, select the following options:
Click Submit.
When completed the Process ID will be listed on the Import Suppliers screen. |
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5 |
To
Validate the Import:
Search for a Supplier from the file just processed. |
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6 |
Click the Supplier
Name in the Search
Results list.
The Edit Supplier screen opens. |
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7 |
Click the Sites
tab.
From the list of sites, click the Site code. The Edit Site screen displays. |
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8 |
Scroll down to the
Payment Attributes tab.
In the Payment Delivery section, validate the information in Text Message 2 and Text Message 3 matches the information in the spreadsheet. |
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Updated 11/05/2018 JM